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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2801
PFS Partners
New Jersey
$617K -$55.4K -152 -9%
GWM
2802
Gibbs Wealth Management
Georgia
$617K +$83.5K +229 +18%
OIA
2803
Optimum Investment Advisors
Illinois
$616K -$12.8K -35 -2%
GC
2804
Garde Capital
Washington
$616K +$365 +1 +0.1%
FIC
2805
Family Investment Center
Missouri
$614K – – –
OC
2806
Oarsman Capital
Wisconsin
$614K +$35.4K +97 +7%
HI
2807
Humankind Investments
New York
$608K -$2.55K -7 -0.5%
ABLA
2808
Alan B. Lancz & Associates
Ohio
$608K +$54.7K +150 +11%
PFA
2809
Plotkin Financial Advisors
Maryland
$607K – – –
CFG
2810
Copley Financial Group
California
$607K +$546K +1,498 New
CSWM
2811
Cassady Schiller Wealth Management
Ohio
$607K +$47.8K +131 +10%
AAM
2812
Austin Asset Management
Texas
$606K +$3.28K +9 +0.6%
KFS
2813
Kelly Financial Services
Massachusetts
$604K +$52.2K +143 +11%
TFF
2814
The Family Firm
Maryland
$603K +$2.92K +8 +0.5%
FA
2815
Fermata Advisors
California
$603K +$40.9K +112 +8%
SWP
2816
Summit Wealth Partners
Florida
$602K -$7.66K -21 -1%
CAC
2817
Core Alternative Capital
Georgia
$601K +$37.2K +102 +7%
CFD
2818
Creative Financial Designs
Indiana
$598K +$49.2K +135 +10%
LWM
2819
Lakeridge Wealth Management
Ohio
$597K -$10.6K -29 -2%
RB
2820
Renasant Bank
Mississippi
$596K +$12K +33 +2%
CCG
2821
Coastwise Capital Group
California
$596K +$77.3K +212 +17%
ERWM
2822
Elk River Wealth Management
Colorado
$596K – – –
IPW
2823
Invictus Private Wealth
Colorado
$596K +$4.38K +12 +0.8%
BMC
2824
Benin Management Corp
Connecticut
$596K -$70.8K -194 -12%
SP
2825
Stablepoint Partners
Massachusetts
$596K -$34.7K -95 -6%
111 112
113
114 115